Retirees

How We Can Help

Think that because you’ve retired you no longer need to lodge a tax return? This may not be the case – if you own shares, have other investment income or are buying or selling property you may still need to lodge a return. Speak with us prior to making any sale or purchase decisions and we can discuss the implications and your on-going tax obligations.

You've spent years working hard and accumulating your wealth and now's the time to sit back, relax and enjoy the fruits of your labour. Appropriate management of your nest egg will ensure you live a comfortable life in retirement. Do you know how much you can afford to spend each year? And how long your savings will last? We can work with you and your financial planner so that you know exactly where you are at.

Now is also a great time to review your estate planning needs. Has your solicitor considered the tax implications when dividing your estate? Depending on your beneficiaries circumstances, sometimes the tax treatment is not equal and this could have a bearing on the beneficiary and the value of your bequest. Make sure you speak with us so we can explain what you need to consider when reviewing your will.

 

This information is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. Bentleys (Sunshine Coast) Pty Ltd strongly suggests that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own personal circumstances. Although we consider the sources for this material reliable, no warranty is given and no liability is accepted for any statement or opinion or for any error or omission. 

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